Do Business. Do Life. — The Financial Advisor Podcast — DBDL
by Brad Johnson · 185 episodes
Business
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent fin...
Latest episodes
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43 min
191: Zach Nadler - What 17 Years With GaryVee Taught Him About Building a Standout Business
There’s a point where being good at what you do isn’t enough.Financial advisors are competing for clients, talent, attention, and trust. And when everyone starts looking and soundi…
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43 min
190: Dana Dunkelberger – How a New Advisor Brought In $40M in 10 Months
Imagine this. A new advisor joins your firm. Ten months later, he brought in roughly $40 million in new assets.That’s what happened at Dana Dunkelberger’s firm.In this episode, Dan…
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13 min
189: Solo – 3 Lessons From 20 Years in Finance (in 12 Minutes)
The bigger your firm gets, the easier it is to lose sight of what made it work in the first place.I’ve spent 20 years in finance watching firms chase better marketing, sales proces…
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32 min
188: Shannon McGinnis & Quin Kilgore – Is Your Firm Ready for Claude for Financial Advisors?
Four days after Anthropic released Claude for Financial Advisors, it was the main topic on our AI mastermind call. I get why. Asking one tool to pull your appointments, your Schwab…
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52 min
187: Nico Pesci – How Did One Advisor Close a $17M Prospect?
Nico Pesci’s firm went from bringing in roughly $150k–$250k in new assets per client to between $1M-$2M.But the interesting part isn’t some new marketing funnel, sales script, or l…
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33 min
186: Solo - If I Could Start Over Building a Sales Team (Here’s What I’d Do)
Eventually, growth creates a problem: there simply isn't enough of you to go around.So you hire another advisor, give them a quick download of how you do things, start filling thei…
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49 min
185: Claude Silver – The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company
Gary Vaynerchuk didn't build a 2,200-person company by keeping his hands on everything.Claude Silver has spent the last 12 years helping him build the culture behind that growth as…
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51 min
184: Mark Hedderman – The Retirement Trap Nobody Warns You About
What happens when a client has enough money to retire, but no idea what they’re retiring to?That's the tension at the center of my conversation with Mark Hedderman, a second-genera…
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1 h 05
183: Ben Nemtin - Most Retirees' Regrets Have Nothing to Do With Money
What happens when a client has enough money to retire, but no idea what they actually want retirement to look like?Ben Nemtin knows that problem better than most. After struggling…
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43 min
182 - SHP Financial - Inside a $2B AUM Exit - What Buyers Actually Pay For
A growing advisory firm and a valuable advisory firm aren't always the same thing.Plenty of founders know their AUM, revenue, and production. Far fewer know how an outside buyer wo…
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1 h 09
181: Ariana Luterman – The Mindset That Took Her From Bedridden to World Record Holder
Almost every advisor hits a point where the grind starts to wear on you, the finish line feels hundreds of miles away, and the urge to give up starts creeping in.This week, Ariana…
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37 min
180: The Hidden Cost of Building a Successful Advisory Firm (Brad Johnson on Beyond the Trees)
This one flips the usual format. Instead of hosting, I was the guest on the Beyond The Trees podcast with Alex Murphy, from the team at Cedarwood Financial Partners.We talked about…
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56 min
179: Jacob Shapiro – The 4 Forces Behind the Biggest Wealth Shift in 40 Years
The assumptions that shaped the last 40 years of investing may not hold for the next 40.The world is becoming more complex. U.S. dominance is shifting, while major changes in energ…
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1 h 01
178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever
Financial advisors are being pitched new AI tools almost every day.The promise is simple: more automation, better client service, and fewer hours buried in administrative work.But…
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60 min
177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business
Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive? For many founders,…
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1 h 02
176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time
SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing o…
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55 min
175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want
SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing o…
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16 min
174: The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)
Your prospect's eyes glaze over about ten minutes into the meeting. You can feel it—they're sitting right there, but they've checked out. And here's the uncomfortable part: it's us…
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1 h 01
173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know
Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there.AI isn't coming. It's here. And the gap between the advisor…
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17 min
172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)
A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you.That’s the problem.Many advisors explain…